See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,666 | $83,902+265.5% | $167,512+83.1% | $84,808+261.6% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.1%-7.1pp | 68.3%+1.7pp |
| Annual return | 12.36% | 91.55%-79.2pp | 1615.79%-1603.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,666 | $2,264+17.7% | $3,882-31.3% | $2,631+1.3% |
| Participant deferral / active EE | $7,462 | $4,442+68.0% | $6,405+16.5% | $4,212+77.2% |
| Admin fee / account holder | $23,559 | $7,915+197.6% | $9,769+141.2% | $7,344+220.8% |